自驾游活力迸发 “车轮经济”链动产业新图景

Core Insights - The self-driving travel market in China is experiencing significant growth, with a projected market size exceeding 1.5 trillion yuan in 2024, reflecting a 20% year-on-year increase and maintaining over 60% of the domestic tourism market share for seven consecutive years [2][3] - Self-driving travel is evolving from a mere travel choice to a market pillar, with a shift in customer demographics towards younger generations and active retirees [2][3] - The integration of various industries, including transportation, accommodation, and digital platforms, is reshaping the self-driving travel ecosystem, enhancing user experience and service quality [4][6][8] Market Expansion - The self-driving travel market is expanding rapidly, with a 20% growth forecast for 2024, reaching a market size of 1.5 trillion yuan [2] - Self-driving travel accounts for 77.4% of national travel modes, solidifying its position as the primary choice for travelers [2] - The demographic profile of self-driving travelers is diversifying, with increasing participation from the "Z generation" and the elderly [2][3] Consumer Preferences - The elderly demographic prefers slow-paced, in-depth travel experiences, focusing on comfort and unique local attractions [3] - Younger travelers are seeking freedom and flexibility, often opting for self-planned itineraries rather than group tours [2][3] - There is a growing trend towards exploring lesser-known destinations, driven by the desire to avoid crowds and discover hidden gems [3] Industry Integration - The self-driving travel industry is integrating five core elements: people, vehicles, roads, scenery, and networks, promoting a comprehensive industry chain [4] - The combination of high-speed rail and car rentals is gaining popularity, prompting rental companies to enhance their network and collaborate with transportation providers [4] - Companies are transitioning from being mere product providers to comprehensive service providers, offering bundled travel solutions [4][6] Service Innovation - Digital platforms are becoming crucial in connecting the self-driving travel industry, facilitating seamless booking and enhancing user experience [6][8] - The industry is moving towards service empowerment, focusing on improving service quality and user experience rather than just hardware competition [8] - The development of tourism highways and improved service networks is being prioritized to enhance the overall quality of self-driving travel experiences [7][8]